Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISV (Fiserv Inc.) | -16.29% | -65.75% | -20.58% | -13.09% | 0.67% | 9.61% | 9.02% | … | … |
Data as of 06/04/2026, Common starting date is 09/25/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISV (Fiserv Inc.) | 09/25/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | -65.75 | -20.58 | -13.09 | 0.67 | 9.61 | 9.02 | … | … | -16.29 | -67.14 | 54.64 | 31.43 | -2.62 | -8.84 | -1.53 | 57.34 | 12.09 | 23.38 | 16.20 | 28.87 | 20.19 | 49.44 | 34.54 | 0.31 | 20.79 | 33.30 | -34.46 | 5.86 | 21.15 | 7.66 | 1.64 | 16.47 | -19.78 | 33.82 | 23.82 | 11.72 | 57.06 | 33.67 | 22.50 | 39.53 | 11.69 | 14.36 | 0.33 | 81.94 | 43.09 | 15.23 | 14.42 | 18.92 | 9.89 |
| Sharpe Ratio | NA | -1.00 | -0.53 | -0.40 | -0.02 | NA | NA | … | … | -0.95 | -0.98 | 2.85 | 1.32 | -0.13 | -0.35 | -0.04 | 2.43 | 0.52 | 1.87 | 0.91 | 1.51 | 1.26 | 3.07 | 2.20 | 0.01 | 0.98 | 1.09 | -0.75 | 0.12 | 0.87 | 0.29 | 0.02 | 0.48 | -0.43 | 0.74 | 0.29 | 0.15 | 1.28 | 0.84 | 0.47 | 1.03 | 0.28 | 0.38 | -0.07 | 2.71 | 1.01 | 0.36 | 0.32 | 0.28 | 1.30 |
| Standard Deviation(%) | NA | 67.49 | 45.54 | 39.75 | 34.02 | NA | NA | … | … | 38.76 | 71.94 | 17.93 | 21.22 | 30.69 | 25.59 | 47.07 | 23.03 | 20.69 | 12.20 | 17.63 | 19.10 | 15.98 | 16.07 | 15.81 | 25.54 | 21.13 | 30.58 | 46.83 | 22.52 | 20.53 | 18.66 | 27.06 | 32.63 | 48.72 | 43.05 | 67.04 | 54.33 | 41.86 | 35.40 | 39.61 | 34.52 | 30.79 | 31.81 | 30.39 | 28.67 | 36.96 | 25.90 | 29.93 | 52.36 | 29.75 |
| Draw Down(%) | NA | 70.17 | 77.98 | 77.98 | 77.98 | NA | NA | … | … | 25.03 | 74.86 | 9.40 | 15.72 | 19.27 | 24.50 | 37.85 | 8.78 | 16.24 | 6.89 | 12.77 | 11.31 | 7.87 | 6.48 | 8.68 | 24.10 | 17.22 | 23.33 | 47.83 | 21.65 | 9.94 | 9.34 | 20.59 | 23.10 | 51.50 | 25.14 | 30.67 | 38.13 | 21.94 | 20.20 | 20.71 | 17.74 | 20.21 | 18.95 | 19.88 | 10.83 | 33.05 | 14.28 | 21.10 | 45.98 | 10.81 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 1.60 | 1.71 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.84 | 2.01 | 3.40 | 3.09 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/25/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISV (Fiserv Inc.) |
-20.97%
Mar 2023 – Mar 2026 |
-14.06%
Mar 2021 – Mar 2026 |
-0.45%
Apr 1999 – Apr 2009 |
7.57%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISV (Fiserv Inc.) |
42.28%
Apr 1996 – Apr 1999 |
33.59%
Sep 2011 – Sep 2016 |
27.73%
Jan 2010 – Jan 2020 |
22.68%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart